Current State Analysis (CSA) for financial management

Who a current state analysis is for

A CSA suits any company that wants to develop its operations and the efficiency of its financial management. Whether or not you already have a clear picture of where you want to go, a clear understanding of where you are now is the essential first step.

It’s especially valuable if you’re scaling, restructuring, changing systems, or simply suspect your finance processes could work harder for you.

What a current state analysis covers

A current state analysis is a systematic review of how your financial management works right now — a look under the hood, so to speak. We examine your processes, systems, roles and responsibilities, and assess what’s working well and where there’s room to improve.

Assignment can map out, for example:

• Management, structure and resourcing
• Accounting, sales, and purchase invoicing processes
• Mapping out the information system used
• Internal accounting and cost center structure
• Working hours monitoring, payroll and expense claim process
• Financial forecasting and budgeting
• Operational and financial key performance indicators (KPIs)
• Automation & RPA opportunities

What you walk away with

A CSA carried out by a Greenstep expert gives you a clear view of your development areas and how to move forward, separating quick wins from longer-term projects.

Every analysis comes with proper documentation that works as a roadmap for whatever comes next: development projects, system selections, tendering and more. Where useful, we can also benchmark how comparable companies — similar in size, industry and business model — have organised their financial management.

The scope is always scaled to the nature and size of your business, and you always get an experienced expert or team for the job.